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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
AF
1001
Allworth Financial
California
$6.8M +$789K +6,366 +12%
BBP
1002
Banco BTG Pactual
Brazil
$6.78M +$23.4K +189 +0.3%
PA
1003
Perennial Advisors
New York
$6.77M +$125K +1,010 +2%
AssetMark Inc
1004
AssetMark Inc
California
$6.76M +$2.73M +22,015 +58%
BRCM
1005
Bright Rock Capital Management
Massachusetts
$6.76M
NM
1006
NWI Management
New York
$6.76M
CC
1007
Constitution Capital
Connecticut
$6.74M -$1.73M -13,950 -19%
SIM
1008
Stratos Investment Management
Ohio
$6.73M +$245K +1,981 +3%
SAM
1009
Security Asset Management
New York
$6.73M -$1.91M -15,422 -21%
FC
1010
Fulcrum Capital
Washington
$6.72M +$413K +3,330 +6%
FM
1011
Foster & Motley
Ohio
$6.71M -$502K -4,054 -6%
PA
1012
Profund Advisors
Maryland
$6.69M -$2.83M -22,855 -28%
HFM
1013
Hartford Financial Management
Connecticut
$6.68M -$12.3K -99 -0.2%
BOH
1014
Bank of Hawaii
Hawaii
$6.68M -$23.9K -193 -0.3%
FSA
1015
Fort Sheridan Advisors
Illinois
$6.67M +$566K +4,569 +8%
III
1016
Independent Investors Inc
New York
$6.66M
TFS
1017
Thoroughbred Financial Services
Tennessee
$6.66M +$95K +767 +1%
FMWA
1018
Forvis Mazars Wealth Advisors
Missouri
$6.64M +$1.03M +8,329 +16%
NGA
1019
Naples Global Advisors
Florida
$6.64M +$473K +3,819 +7%
CCM
1020
Carmel Capital Management
California
$6.62M +$217K +1,750 +3%
GFA
1021
Gifford Fong Associates
California
$6.62M
PCOC
1022
Power Corp of Canada
Canada
$6.62M +$185K +1,493 +3%
SFS
1023
Sowell Financial Services
Arkansas
$6.61M +$5.59M +45,081 +331%
RWA
1024
Ropes Wealth Advisors
Massachusetts
$6.61M +$26.8K +216 +0.4%
GIA
1025
Gladstone Institutional Advisory
Florida
$6.61M +$369K +2,976 +5%